1IA
1834 Investment Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.05M | Sell |
24,319
-121
| -0.5% | -$35.1K | 0.89% | 36 |
|
|
2025
Q1 | $6M | Sell |
24,440
-1,320
| -5% | -$324K | 0.77% | 40 |
|
|
2024
Q4 | $6.18M | Sell |
25,760
-1,612
| -6% | -$386K | 0.78% | 37 |
|
|
2024
Q3 | $5.77M | Sell |
27,372
-1,945
| -7% | -$410K | 0.67% | 45 |
|
|
2024
Q2 | $5.93M | Sell |
29,317
-1,044
| -3% | -$211K | 0.71% | 44 |
|
|
2024
Q1 | $6.08M | Sell |
30,361
-15,892
| -34% | -$3.18M | 0.72% | 45 |
|
|
2023
Q4 | $7.87M | Sell |
46,253
-6,654
| -13% | -$1.13M | 0.94% | 29 |
|
|
2023
Q3 | $7.67M | Sell |
52,907
-8,991
| -15% | -$1.3M | 0.95% | 27 |
|
|
2023
Q2 | $9M | Sell |
61,898
-9,388
| -13% | -$1.37M | 1.07% | 24 |
|
|
2023
Q1 | $9.29M | Buy |
71,286
+2,082
| +3% | +$271K | 1.11% | 23 |
|
|
2022
Q4 | $9.28M | Sell |
69,204
-1,730
| -2% | -$232K | 1.33% | 20 |
|
|
2022
Q3 | $7.41M | Sell |
70,934
-867
| -1% | -$90.6K | 1.11% | 29 |
|
|
2022
Q2 | $8.09M | Buy |
71,801
+560
| +0.8% | +$63.1K | 1.14% | 30 |
|
|
2022
Q1 | $9.71M | Sell |
71,241
-2,321
| -3% | -$316K | 1.19% | 25 |
|
|
2021
Q4 | $11.6M | Buy |
73,562
+385
| +0.5% | +$61K | 1.32% | 21 |
|
|
2021
Q3 | $12M | Sell |
73,177
-289
| -0.4% | -$47.3K | 1.46% | 16 |
|
|
2021
Q2 | $11.4M | Sell |
73,466
-942
| -1% | -$147K | 1.38% | 18 |
|
|
2021
Q1 | $11.3M | Sell |
74,408
-8,065
| -10% | -$1.23M | 1.47% | 16 |
|
|
2020
Q4 | $10.5M | Sell |
82,473
-1,745
| -2% | -$222K | 1.4% | 21 |
|
|
2020
Q3 | $8.11M | Buy |
84,218
+1,038
| +1% | +$99.9K | 1.18% | 31 |
|
|
2020
Q2 | $7.82M | Buy |
83,180
+6,851
| +9% | +$644K | 1.24% | 27 |
|
|
2020
Q1 | $6.87M | Sell |
76,329
-21,852
| -22% | -$1.97M | 1.31% | 23 |
|
|
2019
Q4 | $13.7M | Sell |
98,181
-14,048
| -13% | -$1.96M | 2.1% | 11 |
|
|
2019
Q3 | $13.2M | Sell |
112,229
-2,036
| -2% | -$240K | 1.92% | 13 |
|
|
2019
Q2 | $12.8M | Sell |
114,265
-2,163
| -2% | -$242K | 1.93% | 12 |
|
|
2019
Q1 | $11.8M | Sell |
116,428
-2,014
| -2% | -$204K | 1.8% | 12 |
|
|
2018
Q4 | $11.6M | Buy |
118,442
+456
| +0.4% | +$44.5K | 1.94% | 8 |
|
|
2018
Q3 | $13.3M | Buy |
117,986
+4,631
| +4% | +$523K | 1.94% | 8 |
|
|
2018
Q2 | $11.8M | Buy |
113,355
+878
| +0.8% | +$91.5K | 1.85% | 8 |
|
|
2018
Q1 | $12.4M | Sell |
112,477
-3,269
| -3% | -$359K | 2.11% | 6 |
|
|
2017
Q4 | $12.4M | Buy |
115,746
+3,156
| +3% | +$338K | 1.95% | 6 |
|
|
2017
Q3 | $10.8M | Sell |
112,590
-4,157
| -4% | -$397K | 2.01% | 8 |
|
|
2017
Q2 | $10.7M | Buy |
116,747
+2,943
| +3% | +$269K | 2.01% | 6 |
|
|
2017
Q1 | $10M | Sell |
113,804
-10,747
| -9% | -$944K | 1.92% | 7 |
|
|
2016
Q4 | $10.7M | Buy |
124,551
+2,125
| +2% | +$183K | 2.17% | 5 |
|
|
2016
Q3 | $8.15M | Buy |
122,426
+553
| +0.5% | +$36.8K | 1.77% | 14 |
|
|
2016
Q2 | $7.57M | Buy |
121,873
+1,429
| +1% | +$88.8K | 1.64% | 14 |
|
|
2016
Q1 | $7.13M | Buy |
120,444
+9,061
| +8% | +$537K | 1.63% | 12 |
|
|
2015
Q4 | $7.36M | Sell |
111,383
-7,522
| -6% | -$497K | 1.73% | 10 |
|
|
2015
Q3 | $7.25M | Buy |
118,905
+2,019
| +2% | +$123K | 1.8% | 8 |
|
|
2015
Q2 | $7.92M | Sell |
116,886
-1,553
| -1% | -$105K | 2.16% | 6 |
|
|
2015
Q1 | $7.18M | Buy |
118,439
+2,420
| +2% | +$147K | 1.95% | 6 |
|
|
2014
Q4 | $7.26M | Sell |
116,019
-9,831
| -8% | -$615K | 2.01% | 6 |
|
|
2014
Q3 | $7.58M | Buy |
125,850
+847
| +0.7% | +$51K | 2.09% | 6 |
|
|
2014
Q2 | $7.2M | Buy |
125,003
+7,358
| +6% | +$424K | 1.95% | 6 |
|
|
2014
Q1 | $7.14M | Buy |
117,645
+1,328
| +1% | +$80.6K | 2.09% | 5 |
|
|
2013
Q4 | $6.8M | Sell |
116,317
-1,115
| -0.9% | -$65.2K | 2% | 5 |
|
|
2013
Q3 | $6.07M | Sell |
117,432
-1,808
| -2% | -$93.5K | 1.99% | 6 |
|
|
2013
Q2 | $6.3M | Buy |
+119,240
| New | +$6.3M | 2.16% | 6 |
|